See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $30,812 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,241 | $72,607+29.8% | $90,749+3.8% | $66,914+40.8% |
| Participation rate | 97.3% | 73.7%+23.7pp | 75.7%+21.7pp | 69.8%+27.5pp |
| Annual return | -13.97% | -12.28%-1.7pp | -12.16%-1.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $736 | $2,369-68.9% | $2,921-74.8% | $2,544-71.1% |
| Participant deferral / active EE | $5,648 | $3,977+42.0% | $4,564+23.7% | $4,237+33.3% |
| Admin fee / account holder | $245 | $707-65.4% | $8,445-97.1% | $593-58.8% |